What Uplatz QuoteFlow helps you do
Uplatz QuoteFlow solves the costly bottleneck of proposal drafting for service businesses, agencies, and B2B consultancies. Using a strict separation of concerns—where generative AI drafts compelling natural language scope while deterministic rules engines calculate pricing—QuoteFlow guarantees 100% pricing accuracy with zero hallucinated figures.
- Omnichannel Enquiry Ingestion: Ingest customer RFQs and briefs from web forms, incoming emails, uploaded PDF briefs, or WhatsApp messaging.
- Deterministic Pricing Engine: AI extracts scope specifications, but your exact rate cards, margin floors, and unit rates calculate all currency numbers.
- Branded Web Proposals & PDF: Generates beautiful, responsive proposal landing pages with instant download options and optional add-on tiers.
- Autonomous Follow-up Sequences: Smart follow-up triggers send polite reminders based on recipient open rates, proposal views, and time elapsed.
- Digital Sign-off & CRM Integration: Integrated e-signatures and instantaneous sync with HubSpot, Salesforce, Pipedrive, or Stripe for deposit collection.
Best for
- Software development shops, digital marketing agencies, and creative studios quoting custom scopes.
- B2B IT services, trade contractors, and commercial facilities managers handling high-volume RFQs.
- Professional consulting practices looking to reduce sales turnaround time from days to minutes.
How it can be extended
Uplatz can connect QuoteFlow to your internal accounting software (Xero, QuickBooks), configure custom margin rules per region, and train company-specific tone and style guidelines.